Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-05-29 |
| OH | RA | APPROVED | 2018-06-15 |
| TX | RA | APPROVED | 2018-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Cincinnati | OH | 06/2018 | Present |
JCG WEALTH MANAGEMENT LLC, INV RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 6/18/2018, 160 HOURS PER MONTH, 140 DURING TRADING, FINET PRACTICE. EGG WEALTH MANAGEMENT LLC, INV RELATED, CINCINNATI, OH, 33.33% OWNERSHIP, START 6/18/2018, 160 HOURS PER MONTH, 140 DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
Reach out to this advisor